SMFS
BDN

Squar Milner Financial Services’s Brandywine Realty Trust BDN Stock Holding History

Squar Milner Financial Services’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,674
Closed -$17K – 260
2020
Q1 		$17K Buy
1,674
+185
+12% +$2.61K 0.01% 491
2019
Q4 		$23K Buy
+1,489
New +$22.5K 0.01% 498
2019
Q3 		– Sell
-115
Closed -$2K – 267
2019
Q2 		$2K Buy
+115
New +$1.76K ﹤0.01% 718

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's BDN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Brandywine Realty Trust (BDN) in Q2 2020, closing a stake of 1,674 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in BDN in Q2 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 241 funds tracked by Wall St. Rank hold BDN as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Brandywine Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,674 Brandywine Realty Trust shares in Q2 2020, an estimated $17K.
  • Squar Milner Financial Services first reported a position in Brandywine Realty Trust in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Brandywine Realty Trust position peaked at $23K in Q4 2019.
  • 241 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.